Compare · 2 funds side by side · dividends reinvested

APUE and VTV

APUEActivePassive×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,585VTV · best of the two

02 / 04

APUE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+9.1%+10.7%+21.5%[…]−9.0%13.5%$2.4B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: APUE 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

APUEMeasureVTV

+9.1%Year to dateJan 1 → Nov 6+18.5%

+10.7%1 yearTotal return+22.9%

+21.5%3 years · per year$10,000 became $17,957 · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.76%Trailing 12-mo yield$76 · $187 a year on $10k1.87%

−9.0%Worst dropSmaller is better−6.4%

13.5%VolatilityLower is calmer10.7%

APUEVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APUE vs VTV: Top 5 Holdings

Today

APUE

27.2%in top 5

VTV

in top 515.8%

APUEStockVTV

7.2%AAPLnot top 5

6.0%NVDAnot top 5

5.7%MSFTnot top 5

not top 5MU4.6%

4.5%DFASnot top 5

3.7%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common40.2%

End-of-day Nov 6, 2026 · share of each fund

APUE vs VTV Returns, Every Period

ActivePassiveAPUE

+10.7%

past year

VTVVanguard

+22.9%

past year

APUEVTVFaded: behind in that period

1–2VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

APUE vs VTV

YTD

ActivePassiveAPUE

+9.1%

VTVVanguard

+18.5%

+9.1%Year to date+18.5%

−9.0%Worst drop · 1Y−6.4%

13.5%Volatility · 1Y10.7%

0.8%Yield1.9%

$2.4BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APUE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

APUE0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: APUE, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

APUE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

APUE$76 − $31 = $45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: APUE, VTV

Today

40.2%most shared, APUE and VTV

APUEVTV

APUE—40.2%

VTV40.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

APUEWorst drop−9.0%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVAPUE

+18.5%Year to date+9.1%

1.9%Yield0.8%

+22.9%Past year+10.7%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026